COLE, Chief Judge.
This case returns to us for the third time, this time on remand from the Supreme Court, which abrogated the primary precedent on which our prior decisions relied. See M & G Polymers USA, LLC v. Tackett, ___ U.S. ___, 135 S.Ct. 926, 190 L.Ed.2d 809 (2015) (vacating Tackett v. M & G Polymers USA, LLC, 733 F.3d 589 (6th Cir.2013) ("Tackett II"); abrogating Int'l Union, United Auto., Aerospace, & Agric. Implement Workers of Am. (UAW) v. Yard-Man, Inc., 716 F.2d 1476 (6th Cir.1983)). On remand, we were directed to construe the parties' agreements using "ordinary principles of contract law." M & G Polymers, 135 S.Ct. at 937.
Because prior factual determinations as to the parties' agreements were made in the "shadow of Yard-Man," we remand to the district court to make these determinations, in the first instance, in light of the Supreme Court's holding.
Plaintiffs-Appellees are Ohio residents, retirees, and spouses of retirees ("Retirees") from a plant owned by Defendant-Appellant M & G Polymers USA, LLC ("M & G"). From 1991 to 2005, the Retirees entered into several collective bargaining agreements ("CBA") with M & G and its predecessors, which included Pension and Insurance Agreements ("P & I") outlining retiree health care benefits (collectively, "Agreements"). The P & Is provide that the employer will make "a full Company contribution towards the cost of [health care] benefits" for certain retirees. In December 2006, M & G announced that Retirees would, for the first time, be required to contribute to their health care costs or risk being dropped from the plan.
Retirees filed a class action suit against M & G and its health care plans (collectively, "Defendants") alleging that the Agreements under which they retired granted a vested right to lifetime contribution-free health care benefits. Defendants argued certain side letters or "cap letters" established caps they would pay towards Retirees' cost of benefits. Defendants further argued Retirees had always been expected to contribute to the cost of their health care benefits, but M & G never required them to do so until 2006.
Initially, the district court dismissed the complaint, finding the Agreements and cap letters foreclosed Retirees' claims based on "simple principles of contract construction." Tackett v. M & G Polymers USA, LLC, 523 F.Supp.2d 684, 695 (S.D.Ohio 2007) ("Tackett 2007"). On appeal, we held "[i]n determining whether the parties intended health care benefits to vest, this Court applies the principles first described in Yard-Man." Tackett v. M & G Polymers USA, LLC, 561 F.3d 478, 489 (6th Cir.2009) (per curiam) ("Tackett I"). In applying Yard-Man to the limited language at issue in the P & I, we found that the Agreements evinced an intent to vest Retirees' with lifetime contribution-free health care benefits. Id. at 489-91.
Id. at 490.
On remand, the district court held that Retirees had a vested right to contribution-free health care benefits based on the inference in Yard-Man. See Tackett v. M & G Polymers USA, LLC, No. 2:07-CV-126, 2011 WL 3438489, at *13-14 (S.D.Ohio Aug. 5, 2011) ("Tackett Bench Trial"). Following a bench trial, the district court held that the cap letters did not apply to Retirees, id. at *19, and granted a permanent injunction reinstating Retirees' lifetime contribution-free health care benefits, Tackett v. M & G Polymers USA, LLC, 853 F.Supp.2d 697, 698-99 (S.D.Ohio 2012).
When Defendants appealed, we cited the Yard-Man contract interpretation principles embraced by Tackett I.
Tackett II, 733 F.3d at 599 (quoting Tackett I, 561 F.3d at 489 n. 7 (quoting Yard-Man, 716 F.2d at 1479-80)). We found that the district court did not clearly err in finding the cap agreements inapplicable to Retirees. Tackett II, 733 F.3d at 597. As a result, we affirmed the district court's finding that Retirees' lifetime contribution-free health care benefits had vested. Id. at 600.
Id. (internal citation omitted).
On certiorari, the Supreme Court abrogated Yard-Man and its progeny, finding that Yard-Man required us to analyze CBAs with a "thumb on the scale" in favor of vesting. M & G Polymers, 135 S.Ct. at 935; id. at 938 (Ginsburg, J., concurring). On remand, the Supreme Court directed us to review the parties' agreements and determine whether benefits vested using "ordinary principles of contract law." M & G Polymers, 135 S.Ct. at 937 (unanimous op.).
Our review begins with the Supreme Court's decision in M & G Polymers, which unanimously concluded we should review the Agreements applying "ordinary principles of contract law." See id. at 935-37; id. at 938 (Ginsburg, J., concurring). Such "ordinary principles" include the following:
M & G Polymers, 135 S.Ct. at 933-37 (unanimous op.) (citations omitted). The Court did not purport to discuss all of the ordinary principles of contract law. See id. at 935-37 (noting only those ordinary contract principles that Yard-Man violated). Justice Ginsburg's concurrence identified additional "ordinary principles of contract law":
M & G Polymers, 135 S.Ct. at 937-38 (Ginsburg, J., concurring) (citations omitted).
Importantly, the Court rejected Yard-Man's inferences in favor of retirees, but also declined to adopt an "explicit language" requirement in favor of companies. See M & G Polymers, 135 S.Ct. at 937 (unanimous op.), 938 (Ginsburg, J., concurring); Litton Fin. Printing Div., a Div. of Litton Bus. Sys., Inc. v. N.L.R.B., 501 U.S. 190, 207, 111 S.Ct. 2215, 115 L.Ed.2d 177 (1991) ("[A] collective-bargaining agreement [may] provide[] in explicit terms that certain benefits continue after the agreement's expiration," but nevertheless, "constraints upon the employer after the expiration date of a collective-bargaining agreement ... may arise as well from the express or implied terms of the expired agreement itself.") (emphasis added).
We now consider whether the documents that make up the Agreements here vest Retirees with lifetime contribution-free health care benefits using ordinary principles of contract law.
Defendants argued extensively in their briefs that the cap letters are part of the Agreements or can serve as extrinsic evidence of dealings with Retirees. Retirees disagree. "Whether a given document is part of a written contract is a question of fact." E.g., Thomasville Furniture Indus., Inc. v. JGR, Inc., 3 Fed.Appx. 467, 473 (6th Cir.2001).
Though Defendants did not identify any particular Yard-Man inferences that influenced the district court's conclusions, they argue that Tackett Bench Trial was decided in the "shadow of Yard-Man." On its face, the district court determined, independent of Yard-Man or its inferences, that the cap letters were not part of the Agreements. See Tackett II, 733 F.3d at 597; Tackett Bench Trial, 2011 WL 3438489, at *14-19. However, given the district court's stated confusion over our Yard-Man instruction, see Tackett Bench Trial, 2011 WL 3438489, at *13-14, the extent to which the district court was influenced by Yard-Man remains unclear. It is similarly unclear whether the parties were influenced by Yard-Man during the trial. For example, they may not have introduced certain evidence or arguments because of Yard-Man's mandate. Now that Yard-Man has been abrogated, additional evidence or arguments may be relevant to an inquiry under ordinary contract principles. Thus, we remand so the district court may determine whether the cap letters, or other documents, are part of the Agreement or may otherwise serve as extrinsic evidence.
Defendants also argue this court should reinstate the district court's initial decision dismissing the complaint, because it rested on "simple principles of contract construction." See Tackett 2007, 523 F.Supp.2d at 695. However, Tackett 2007 largely relied on the cap letters and did not consider other evidence submitted by Retirees. See Tackett 2007, 523 F.Supp.2d at 689-90. Once that evidence was considered, the district court held that the cap letters did not apply to Retirees. See Tackett Bench Trial, 2011 WL 3438489, at *14-19. In light of our decision to remand, we anticipate that the district court will consider any admissible evidence that is probative of the Supreme Court's direction to construe the parties' Agreements under "ordinary principles of contract law."
For the foregoing reasons, we remand so the district court can decide, among other things, outside the "shadow of Yard-Man," (1) what documents make up the parties' Agreements; (2) whether reference to extrinsic evidence is appropriate; and (3) whether the Agreements, and any extrinsic evidence that may be considered, vests with Retirees lifetime contribution-free health care benefits. The district court should use ordinary principles of contract law to answer these questions, without a "thumb on the scale" in favor of either party.